Asesor Financiero – Productos Bancarios y Seguros

Posted Oct 31

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Provide insurance, credit, and other financial services from Inbursa

• Seek out and engage new clients in the field

• Explain products and assist clients in finding suitable options for their needs

• Follow up on leads and sales opportunities

• Build your own client portfolio


⛳️ Requirements

• Strong communication skills and a proactive attitude

• Willingness to pursue new clients

• Organizational skills, responsibility, and commitment

• Completed high school diploma

• Sales experience preferred but not mandatory

• Sales skills

• Client prospecting

• Order follow-up

• Negotiation skills

• Commercial advisory skills

• Availability to travel

• Own vehicle

• Professional experience of 1 year as indicated in the requirements section


🏝️ Benefits

• Commissions on sales and bonuses for results, subject to applicable conditions

• Training in financial products and sales techniques

• Support and guidance from our Promotion team

• Flexibility to organize your activities

• Opportunities for growth and commercial development

• Possibility of accessing a client portfolio once the definitive advisor key is obtained, in accordance with applicable guidelines

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